Rob Friemoth
Rob Friemoth is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 26 years of industry experience. Rob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5746 Park Center Court, Toledo, OH, 43615
Get directionsHistory
Regulatory History (3)
Regulatory
April 2010Regulatory
March 2010Employment Separation After Allegations
August 2007Other Business ActivitiesSells Insurance
Rob sells non-variable insurance, dedicating approximately 60 hours per month to this activity. He also operates under the DBAs Hogsette Financial Group LLC and Momentum Wealth Partners, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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